Massive capital expenditure tied to AI infrastructure — estimated at $800 billion — is drawing Federal Reserve attention as a potential new source of inflationary pressure, complicating the rate outlook for risk assets including Bitcoin. While Wall Street has long treated AI investment as unambiguously bullish, fuelling equity valuations and earnings expectations,
A blowout May jobs report — 172,000 new positions against an 80,000 forecast, plus 93,000 upward revisions to March and April — has significantly reduced expectations for near-term Federal Reserve interest rate cuts. When employment remains robust, the Fed has less incentive to ease monetary policy, keeping borrowing
A newly published excerpt from 'Bitcoin: The Honest Money' by Alex v. Frankenberg illustrates how inflation erodes purchasing power by tracking the rising price of ice cream over time. The passage argues that as central banks expand the money supply, everyday goods become more expensive, quietly diminishing the
Analyst James Easton, a Real Vision affiliate, argues that Bitcoin's weekly chart is mirroring gold's multi-year accumulation and breakout pattern — a structure that carried gold from a 2011 peak near $1,900 through a prolonged base, a 2020 resistance retest, further consolidation in 2022, and
April's Personal Consumption Expenditures report showed headline PCE inflation running at 3.8% year-over-year, its fastest pace in two years and nearly double the Federal Reserve's 2% target, complicating the outlook for rate cuts that risk assets like Bitcoin depend on. Core PCE held
Repeated liquidity crises and surging government debt are eroding confidence in the US Treasury market, which underpins global borrowing costs from mortgages to corporate loans. Once considered the world's safest asset, US Treasuries now face structural stress as Washington's debt load becomes increasingly difficult to manage.
In a guest op-ed for CryptoSlate, Solstice co-founder and CEO Ben Nadareski argues that traditional financial institutions are adopting blockchain infrastructure on their own terms, not crypto's. Rather than embracing governance tokens, volatile treasury assets, or decentralized protocols wholesale, banks have selectively absorbed the technology underpinning
The Federal Reserve's traditional mechanism for managing the economy — adjusting interest rates to control inflation and growth — is showing signs of structural breakdown. Historically, when the Fed cut rates, bond yields followed, lowering borrowing costs across the economy. However, sustained heavy government borrowing, post-pandemic inflationary pressure, and
Fund manager Michael Kramer has warned that bitcoin could fall significantly as a $150 billion liquidity drain from upcoming U.S. Treasury operations puts pressure on risk assets. Treasury cash management operations of this scale typically absorb capital from financial markets, reducing the pool of money available for speculative investments
As geopolitical power shifts away from US dollar dominance toward a multipolar global order, Bitcoin may emerge as a neutral reserve asset uncorrelated with any single nation's interests. Writing for Bitcoin Magazine's 2036 issue, macro analyst Lyn Alden examines how individuals and institutions might navigate this
Project Agorá, a Bank for International Settlements initiative backed by major central banks, has concluded its initial phase and will advance to real-value testing of tokenized cross-border payments. The project explores settling tokenized central bank money alongside commercial bank deposits on shared blockchain infrastructure, aiming to address longstanding
A proposed 60-day extension of the US-Iran ceasefire, reported by Nikkei on May 25, would keep Bitcoin tethered to geopolitical uncertainty rather than allowing it to trade on crypto-specific fundamentals. Under the framework, the Strait of Hormuz — a critical oil shipping lane — would reopen roughly 30 days